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iShares Core S&P Small-Cap ETF
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Overview Fund Activity

2,454 hedge funds and large institutions have $56.9B invested in iShares Core S&P Small-Cap ETF in 2025 Q2 according to their latest regulatory filings, with 141 funds opening new positions, 903 increasing their positions, 1,153 reducing their positions, and 128 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,454
Holders Change
-41
Holders Change %
-1.64%
% of All Funds
32.91%
Holding in Top 10
292
Holding in Top 10 Change
-31
Holding in Top 10 Change %
-9.6%
% of All Funds
3.92%
New
141
Increased
903
Reduced
1,153
Closed
128
Calls
$60.4M
Puts
$34.8M
Net Calls
+$25.5M
Net Calls Change
+$9.43M

Top Buyers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$4.51B
2
Cerity Partners
Cerity Partners
New York
$410M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$282M
4
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$126M
5
Financial Engines Advisors
Financial Engines Advisors
California
$1.06B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.79B
2
MMEA
Main Management ETF Advisors
California
$0
3
Goldman Sachs
Goldman Sachs
New York
$672M
4
HNB
Huntington National Bank
Ohio
$192M
5
UBS AM
UBS AM
Illinois
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMAM
2551
Sugar Maple Asset Management
Wisconsin
– -$221K -2,114 Closed
CWA
2552
Clearview Wealth Advisors
Oregon
– -$221K -2,109 Closed
FWP
2553
Fiduciary Wealth Partners
Massachusetts
– -$217K -2,072 Closed
MPW
2554
Magnolia Private Wealth
Pennsylvania
– -$207K -1,979 Closed
RA
2555
Rodgers & Associates
Pennsylvania
– -$207K -1,976 Closed
SCP
2556
Silverleafe Capital Partners
Tennessee
– -$206K -1,969 Closed
FFWA
2557
Forthright Family Wealth Advisory
Texas
– -$205K -1,957 Closed
CCIA
2558
Cherry Creek Investment Advisors
Colorado
– -$204K -1,954 Closed
WFC
2559
Western Financial Corp
California
– -$204K -1,953 Closed
HH
2560
HWG Holdings
Texas
– -$204K -1,948 Closed
OWA
2561
ORBA Wealth Advisors
Illinois
– -$200K -1,915 Closed
LI
2562
LMCG Investments
Massachusetts
– -$200K -1,914 Closed
QC
2563
Quent Capital
New York
– -$148K -1,415 Closed
Bank Julius Baer & Co
2564
Bank Julius Baer & Co
Switzerland
– -$142K -1,201 Closed
MFA
2565
McClarren Financial Advisors
Pennsylvania
– -$90K -796 Closed
WAOTB
2566
Wealth Advisors of Tampa Bay
Florida
– -$80.7K -772 Closed
WF
2567
Wayfinding Financial
Washington
– -$77K -742 Closed
HCP
2568
Hexagon Capital Partners
Arkansas
– -$72.5K -693 Closed
PBK
2569
Peoples Bank (Kansas)
Kansas
– -$70.8K -677 Closed
VBA
2570
von Borstel & Associates
Oregon
– -$69K -661 Closed
WW
2571
Winnow Wealth
Texas
– -$67.2K -643 Closed
MCM
2572
Mill Capital Management
North Carolina
– -$62.7K -600 Closed
BCWM
2573
Ball & Co Wealth Management
Tennessee
– -$53K -512 Closed
TLA
2574
Tanglewood Legacy Advisors
Texas
– -$32.7K -313 Closed
MFS
2575
Mattson Financial Services
Michigan
– -$28.4K -272 Closed
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